Harbour Investments’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Harbour Investments’s Portfolio IBHG Stock Details IBHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.57K	Hold	71	–	–	﹤0.01%	4105
2026 Q1	$1.57K	Hold	71	–	–	﹤0.01%	3986
2025 Q4	$1.58K	Sell	71 -499	-88%	-$11.2K	﹤0.01%	3359
2025 Q3	$12.8K	Hold	570	–	–	﹤0.01%	2565
2025 Q2	$12.8K	Buy	570 +12	+2%	+$267	﹤0.01%	2440
2025 Q1	$12.5K	Hold	558	–	–	﹤0.01%	2410
2024 Q4	$12.4K	Buy	+558	New	+$12.5K	﹤0.01%	2336

Other funds holding IBHG

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Harbour Investments's IBHG Position: Q2 2026 in Review

Harbour Investments held its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) position steady in Q2 2026 at 71 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #4105.

Harbour Investments first reported a position in IBHG in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.8K in Q2 2025. 133 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

Harbour Investments held 71 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $1.57K as of Q2 2026.
Harbour Investments left its iShares iBonds 2027 Term High Yield and Income ETF share count unchanged in Q2 2026.
iShares iBonds 2027 Term High Yield and Income ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #4105 holding.
Harbour Investments first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q4 2024 and has held it in 7 quarters since.
Harbour Investments's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $12.8K in Q2 2025.
133 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.